WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 204 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $200,621 | -62.3% | 3,292 | -63.9% | 0.03% | -66.3% |
| Q2 2022 | $532,000 | -16.9% | 9,109 | -2.4% | 0.10% | -5.6% |
| Q1 2022 | $640,000 | -8.6% | 9,329 | -1.8% | 0.11% | +0.9% |
| Q4 2021 | $700,000 | -14.7% | 9,501 | -14.1% | 0.11% | -25.4% |
| Q3 2021 | $821,000 | +1.1% | 11,058 | +1.8% | 0.14% | -48.9% |
| Q2 2021 | $812,000 | +3.7% | 10,867 | +0.2% | 0.28% | +89.1% |
| Q1 2021 | $783,000 | +3.2% | 10,844 | -2.7% | 0.15% | -3.9% |
| Q4 2020 | $759,000 | +18.6% | 11,144 | +4.8% | 0.15% | +7.7% |
| Q3 2020 | $640,000 | +3.7% | 10,630 | +1.0% | 0.14% | +3.6% |
| Q2 2020 | $617,000 | +25.2% | 10,528 | +10.3% | 0.14% | +18.1% |
| Q1 2020 | $493,000 | -30.9% | 9,541 | -4.8% | 0.12% | -12.8% |
| Q4 2019 | $713,000 | +12.8% | 10,025 | +7.9% | 0.13% | +7.3% |
| Q3 2019 | $632,000 | +7.5% | 9,295 | +2.3% | 0.12% | +6.0% |
| Q2 2019 | $588,000 | +21.2% | 9,089 | +25.6% | 0.12% | +23.2% |
| Q1 2019 | $485,000 | +62.8% | 7,235 | +46.2% | 0.10% | +46.2% |
| Q4 2018 | $298,000 | +23.7% | 4,948 | +45.9% | 0.06% | +54.8% |
| Q3 2018 | $241,000 | -3.6% | 3,391 | -2.3% | 0.04% | -4.5% |
| Q2 2018 | $250,000 | +18.5% | 3,471 | +25.8% | 0.04% | +15.8% |
| Q1 2018 | $211,000 | – | 2,759 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 98,237 | $7,235,000 | 5.68% |
| 3D/L Capital Management, LLC | 302,562 | $22,284,000 | 5.21% |
| JD Financial Services Inc. | 80,334 | $5,917,000 | 4.88% |
| Shakespeare Wealth Management, LLC | 157,329 | $11,587,000 | 4.14% |
| Tacita Capital Inc | 91,305 | $6,725,000 | 3.83% |
| Great Point Wealth Advisors, LLC | 135,170 | $9,955,000 | 3.05% |
| Savant Capital, LLC | 1,233,624 | $90,856,000 | 2.94% |
| Efficient Advisors, LLC | 547,370 | $40,314,000 | 2.86% |
| Kathleen S. Wright Associates Inc. | 40,381 | $2,974,000 | 2.19% |
| Neumann Capital Management, LLC | 58,499 | $4,309,000 | 1.76% |